How can Rockbridge Foundation Help Me?
A large percentage of folks like you need to establish or update their estate plan. RockBridge can help ensure your plan is current.
Many people in your situation can provide financial support to ministries without impacting what their children and grandchildren receive in their estate. RockBridge Foundation can help you investigate the possibilities.
Sometimes people like you can get a lifetime income stream for themselves, set up education funds for the grandchildren and still support ministry with their assets. RockBridge Foundation can help you investigate the possibilities.
My Spiritual Legacy Checklist
Are We:
- Committed to finishing well like Paul did?
- Studying God's Word?
- Investing in the spiritual growth of our spouse, grown children, and grandchildren?
- Praying as a couple for our children and grandchildren?
- Praying with our children and grandchildren whenever possible?
- Sharing Christ with those who are not connected to Him?
- Using our spiritual gifts to impact our children, grandchildren, and circle of influence (where we live, work, and play)?
My Fiscal Legacy Checklist
Do We:
- Each have wills that direct how our tangible possessions will be handled at either or both of our deaths? (If you don't, government entities decide for you.)
- Each have living wills that direct how our medical care should be handled if we can not make the decision for ourselves at the time? (This will help alleviate the burden on your spouse.)
- Each have a power of attorney to handle our business and health decisions if for some reason we can not?
- Know we have explored the options available to us for the most effective distribution of our assets to children, grandchildren and ministries after our deaths?
Have a document in place to execute our financial plans?
Download Brochure
Contact Jim Jenkins today:
jjenkins@brentwoodbaptist.com
615.324.6116
